UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$459M
3
+$316M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$293M
5
GSK icon
GSK
GSK
+$251M

Top Sells

1
+$991M
2
+$408M
3
+$315M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296M
5
INTC icon
Intel
INTC
+$283M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
$1.16M ﹤0.01%
42,132
-4,024
3227
$1.16M ﹤0.01%
55,943
-121,786
3228
$1.16M ﹤0.01%
220,006
-12,400
3229
$1.16M ﹤0.01%
19,109
+2,313
3230
$1.15M ﹤0.01%
44,573
-20,360
3231
$1.15M ﹤0.01%
18,182
-16,509
3232
$1.15M ﹤0.01%
51,517
-32,229
3233
$1.15M ﹤0.01%
48,106
+47,073
3234
$1.15M ﹤0.01%
36,626
-14,514
3235
$1.14M ﹤0.01%
22,766
+19,715
3236
$1.14M ﹤0.01%
68,100
+15,525
3237
$1.14M ﹤0.01%
25,018
-7,277
3238
$1.14M ﹤0.01%
+2,875
3239
$1.14M ﹤0.01%
43,644
+41,029
3240
$1.14M ﹤0.01%
11,347
-846
3241
$1.14M ﹤0.01%
153,910
-134,555
3242
$1.14M ﹤0.01%
11,083
-17,244
3243
$1.14M ﹤0.01%
62,190
+46,891
3244
$1.14M ﹤0.01%
47,479
+8,992
3245
$1.14M ﹤0.01%
48,875
-5,749
3246
$1.14M ﹤0.01%
26,458
+13,406
3247
$1.14M ﹤0.01%
196,351
-901
3248
$1.13M ﹤0.01%
31,744
+9,352
3249
$1.13M ﹤0.01%
49,977
+44,854
3250
$1.13M ﹤0.01%
45,605
-10,571
128 129
130
131 132